Added to YB: 2026-07-06
Pitch date: 2026-07-03
CRWV [neutral]
CoreWeave, Inc.
+4.15%
current return
Author Info
No bio for this author
Company Info
CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale.
Market Cap
$44.6B
Pitch Price
$83.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.48
P/E
-25.93
EV/Sales
12.44
Sector
IT Services
Category
N/A
Fiat Oligarchs #2: CoreWeave, Inc. (NASDAQ: CRWV)
CRWV (bearish): Bear thesis—debt-fueled GPU rental biz w/ no moat (per Kerrisdale, Chanos), never profitable. Circular financing w/ Nvidia (7% owner, $6.3B backstop), OpenAI ($22.4B contracts + $350M placement). Founders/backers dumped $7B+ pre/post-IPO; Magnetar sold $5.5B. GPU obsolescence risk, securities fraud suit, -34% on construction risks. Stock ~$95 (peaked $119), $50B+ cap.
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